Synthetic Biology: Emerging Global Markets

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Synthetic Biology: Emerging Global Markets Published on November 2011

Report Summary REPORT SCOPE INTRODUCTION STUDY GOAL AND OBJECTIVES BCC's goal for this study is to determine the specific applications and forecast global market demand for synthetic biology products over a 5-year period from 2011 to 2016. Our particular interest is to characterize and quantify the synthetic biology products market potential by product type and end use market segments. We also analyze the synthetic biology industry structure, competitors, and intellectual property landscape. Synthetic biology markets reviewed in this report include enabling products, biologic components, integrated systems, and enabled products. Our key objective is to present a comprehensive analysis of the emerging synthetic biology industry, with an emphasis on products and technologies that are commercially important in the 2011-to-2016 time period. Market segments with rapid growth rates are highlighted, as well as those segments with large market potential. This analysis provides a quantitative basis and market context for companies to make strategic choices about participation in the synthetic biology industry. The study will be particularly useful to companies supplying synthetic genes, oligonucleotides, DNA sequencing instruments, cell culture media, biofuels, specialty chemicals, pharmaceuticals, vaccines, microfluidics, and life sciences tools. REASONS FOR DOING THE STUDY Synthetic biology is a rapidly emerging biotechnology discipline with a wide range of applications. Despite its emerging status, synthetic biology provides a significant number of near-term commercial opportunities, and the list of new products and applications is continuously growing. These applications include specialty chemicals, enzymes, synthetic genes and other DNA parts, pharmaceuticals, biofuels, and chassis microorganisms. It is important for companies in industries affected by the developments in synthetic biology to sort through the many potential applications to identify near-term commercial opportunities for product development focus. This report allows companies to prioritize product opportunities, establishing a solid framework for strategic planning. Synthetic biology encompasses a wide range of industries including life science tools, biotechnology, pharmaceuticals, diagnostics, energy, and chemicals. Because of its wide scope, synthetic biology plays an important role in the future of the industrial economy. Ongoing advances in enabling technologies such as DNA synthesis and sequencing, specialty media, and bioinformatics, as well as a need for renewable feedstocks, are driving the growth of synthetic biology. Rapid developments in these multidisciplinary fields promise to advance the synthetic biology industry and create unique market opportunities. This report analyzes these trends and their impact on the future markets for synthetic biology products.

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>> Get this Report Now by email! Based on these market and technology dynamics, it is especially timely to examine the current and future synthetic biology markets. INTENDED AUDIENCE We have compiled a study of existing and future synthetic biology products and technologies that will be commercially important in the main end user segments of life science research, pharmaceuticals, diagnostics, energy, chemicals, and agriculture. We present markets by end use segment (R&D, diagnostics/pharmaceuticals, energy, chemicals, and agriculture) and by product type (enabling products, biologic components, integrated systems, and enabled products). Key market segments are covered, including synthetic genes, chassis organisms, biofuels, specialty chemicals, and pharmaceuticals. We analyze synthetic biology technologies, growth driving forces, market applications, industry structure and competitive dynamics, companies and industry alliances, future market potential, and product sales forecasts for the period 2011 through 2016. We project the future use of synthetic biology products in the main end user segments and by product type. This report will be of particular interest to pharmaceuticals, chemicals, enzymes, energy, agricultural, biotechnology, and bionanobiotechnology companies, as well as suppliers of genomics tools, DNA synthesis, and DNA sequencing products. It will also be of high interest to professionals within governments and regulatory agencies to understand the scope and pace of synthetic biology technologies as they reach the market. SCOPE AND FORMAT The study's scope includes core synthetic biology products (synthetic genes, other DNA parts, chassis organisms, synthetic cells), enabling technologies (DNA sequencing, oligonucleotides, specialty media, bioinformatics), and enabled technologies (biofuels, specialty chemicals, diagnostics, pharmaceuticals, agriculture) that are already commercial or forecast to be commercialized within the next 5 years. We analyze key synthetic biology technologies and products to determine present and future market status, and forecast growth from 2011 through 2016. We also discuss strategic alliances, industry structures, competitive dynamics, patent strategy, and market driving forces. BCC examines the synthetic biology industry by market segment, including suppliers of synthetic genes, enzymes, pharmaceutical companies, biofuels, and specialty chemicals. The role of key strategic alliances from 2009 through 2011 is discussed. Emerging markets including synthetic genes, synthetic biology-enabled drugs and vaccines, and chassis organisms are analyzed, as well as metabolically-engineered factories for producing synthetic fuels and specialty chemicals. The main companies in these fields are highlighted. METHODOLOGY BCC surveys key users and producers in each of the end user market segments and technology fields that will be commercially important during the next 5 years. Discussions with industry thought leaders, as well as secondary market research was performed. Based on our analysis, we project the future applications of synthetic biology technologies in the major end user market segments and by technology type, and forecast sales revenues for 2011 through 2016. INFORMATIION SOURCES BCC surveyed leading synthetic biology, biotechnology, pharmaceutical, chemical, and energy companies to obtain data for this

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Table of Content Table of Contents CHAPTER ONE: INTRODUCTION 1 STUDY GOALS AND OBJECTIVES 1 REASONS FOR DOING THE STUDY 1 INTENDED AUDIENCE 2 SCOPE AND FORMAT 3 METHODOLOGY 3 INFORMATION SOURCES 3 RELATED BCC REPORTS 4 ANALYST CREDENTIALS 4 BCC ON-LINE SERVICES 4 DISCLAIMER 4 DISCLAIMER (CONTINUED) 5 CHAPTER TWO: SUMMARY 6 SUMMARY TABLE GLOBAL VALUE OF SYNTHETIC BIOLOGY MARKET, BY PRODUCT TYPE, THROUGH 2016 ($ MILLIONS) 6 SUMMARY FIGURE GLOBAL VALUE OF SYNTHETIC BIOLOGY MARKET, BY PRODUCT TYPE, 2010-2016 ($ MILLIONS) 7 SUMMARY (CONTINUED) 8 CHAPTER THREE: OVERVIEW 9 SYNTHETIC BIOLOGY TECHNOLOGIES COVERED IN THIS REPORT 9 TABLE 1 SCOPE OF THIS REPORT 9 FIGURE 1 SYNTHETIC BIOLOGY VALUE-ADDED CHAIN 10 WHAT IS SYNTHETIC BIOLOGY' 10 DEVELOPMENT STAGE OF SYNTHETIC BIOLOGY 11 FIGURE 2 FROM THE NATURAL TO THE ARTIFICIAL 12 FORCES DRIVING SYNTHETIC BIOLOGY MARKET GROWTH 13 TABLE 2 FORCES DRIVING THE GROWTH OF SYNTHETIC BIOLOGY 13 GLOBAL MARKET POTENTIAL FOR SYNTHETIC BIOLOGY PRODUCTS 14 TABLE 3 GLOBAL VALUE OF SYNTHETIC BIOLOGY MARKET, BY END USER INDUSTRY, THROUGH 2016 ($ MILLIONS) 15 LIFE CYCLE STATUS OF PRODUCTS AND TECHNOLOGIES 15 TABLE 4 SYNTHETIC BIOLOGY PRODUCTS AND TECHNOLOGY LIFE CYCLE STAGE 16 THE SYNTHETIC BIOLOGY INDUSTRY 17

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>> Get this Report Now by email! TABLE 5 SYNTHETIC BIOLOGY COMPETITORS BY MARKET FOCUS 17 CHAPTER FOUR: SYNTHETIC BIOLOGY TECHNOLOGIES 18 INTRODUCTION 18 SYNTHETIC BIOLOGY DEFINED 18 TABLE 6 SYNTHETIC BIOLOGY DEFINITIONS 18 HISTORY OF SYNTHETIC BIOLOGY 19 TABLE 7 SYNTHETIC BIOLOGY HISTORY 19 TABLE 7 (CONTINUED) 20 History of Synthetic Biology (Continued) 21 PARADIGM SHIFT IN BIOLOGY 22 TABLE 8 PARADIGM SHIFT CAUSED BY SYNTHETIC BIOLOGY 22 TABLE 9 GENETIC ENGINEERING AND SYNTHETIC BIOLOGY COMPARISON 23 Paradigm Shift In Biology (Continued) 24 FIGURE 3 SCALE OF SYNTHETIC BIOLOGY (BASE PAIRS) 25 SYNTHETIC BIOLOGY TECHNOLOGY OVERVIEW 26 TABLE 10 SYNTHETIC BIOLOGY APPLICATIONS BY TECHNOLOGY 26 ENABLING TECHNOLOGIES 27 TABLE 11 IMPORTANCE OF ENABLING TECHNOLOGIES 27 DNA SYNTHESIS AND SEQUENCING COST TRENDS 28 TABLE 12 COSTS TO SEQUENCE AND SYNTHESIZE A HUMAN GENOME, 2001-2018 28 DNA SYNTHESIS TECHNOLOGIES 29 FIGURE 4 SCHEMATIC OF GENE SYNTHESIS TECHNOLOGIES 29 DNA Synthesis Technologies (Continued) 30 TABLE 13 COMPARISON OF GENE SYNTHESIS TECHNOLOGIES 31 PCR-based Approaches 31 Solid-phase Approaches 32 MICROFLUIDICS TECHNOLOGIES 33 TABLE 14 IMPORTANCE OF MICROFLUIDICS TECHNOLOGIES IN SYNTHETIC BIOLOGY 33 DNA Microarrays ' Oligos Synthesis 33 TABLE 15 MICROARRAY TYPES 34 TABLE 16 DNA MICROARRAY PLATFORM FEATURES 34 TABLE 17 DNA MICROARRAY PLATFORM COMPARISON FOR MAJOR MANUFACTURERS 35 TABLE 17 (CONTINUED) 36 DNA Microarrays ' ' (Continued) 37 FIGURE 5 MICROARRAYS IN GENE SYNTHESIS 38 DNA SEQUENCING TECHNOLOGIES 39 TABLE 18 WORKFLOW COMPARISON OF SELECTED NEXTGENERATION DNA SEQUENCING PLATFORMS 39 TABLE 19 BIOCHIP CONTENT IN NEXT-GENERATION SEQUENCING MACHINES 40 DNA Sequencing Technologies (Continued) 41 BIOINFORMATICS TECHNOLOGIES 42 TABLE 20 SYNTHETIC BIOLOGY BIOINFORMATICS

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>> Get this Report Now by email! TABLE 50 SYNTHETIC BIOLOGY-ENABLED CHEMICALS APPLICATIONS 90 TABLE 50 (CONTINUED) 91 ENGINEERED PLANTS AND INSECTS 91 TABLE 51 SYNTHETIC BIOLOGY-ENABLED ENGINEERED PLANTS AND INSECTS APPLICATIONS 92 PRODUCTION PROCESSES 92 TABLE 52 SYNTHETIC BIOLOGY-ENABLED PRODUCTION PROCESSES APPLICATIONS 93 CHAPTER SIX: SYNTHETIC BIOLOGY INDUSTRY 94 INDUSTRIAL BIOTECHNOLOGY VALUE CHAIN 94 FIGURE 9 INDUSTRIAL BIOTECHNOLOGY VALUE CHAIN WITH SYNTHETIC BIOLOGY LEVERAGE POINTS 95 INDUSTRY STRUCTURAL FORCES 96 TABLE 53 SYNTHETIC BIOLOGY INDUSTRY STRUCTURAL FORCES 96 INDUSTRY STRUCTURAL FORCES (CONTINUED) 97 PRODUCTS AND TECHNOLOGY LIFE CYCLE 98 TABLE 54 SYNTHETIC BIOLOGY PRODUCTS AND TECHNOLOGY LIFE CYCLE STAGES 98 GENE SYNTHESIS INDUSTRY 99 GENE SYNTHESIS WORKFLOW 99 TABLE 55 GENE SYNTHESIS WORKFLOW 99 Gene Synthesis Workflow (Continued) 100 GENE SYNTHESIS COMPETITORS 101 TABLE 56 SYNTHETIC GENE COMPANY ESTIMATED 2010 MARKET SHARES ($ MILLIONS/%) 102 Gene Synthesis Competitors (Continued) 103 TABLE 57 SYNTHETIC GENE KEY COMPETITOR STRATEGIES 104 GENE SYNTHESIS VALUE CHAIN 105 SYNTHETIC GENE MARKET SEGMENTS 106 Automated Standardized Segment 107 Value Added Segment 107 TABLE 58 GENE SYNTHESIS MARKET FACTORS OF DIFFERENTIATION 108 BIOFUELS INDUSTRY 109 COMPETITIVE DIFFERENTIATION 109 FEEDSTOCKS 109 TABLE 59 BIOFUELS: FEEDSTOCKS, PRODUCTION AND PRODUCTS 110 TABLE 60 BIOFUELS FEEDSTOCKS: RELATIVE SUPPLY VOLUME AND COSTS 111 Sugars/Starches 111 Vegetable Oils 111 Biomasses 111 Algae 112 CO2 112 BIOFUEL COMPETITOR STRATEGIES 112 TABLE 61 SYNTHETIC BIOLOGY BIOFUELS COMPANY

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